Looking ahead.

WE LEARN FROM THE PAST, ADJUST THE PRESENT AND BUILD THE FUTURE.

SEEING A WAY THROUGH

It is no secret finances are complex. It is the reason many people find themselves in tough financial situations because it was probably easier to ignore the problem than deal with it. The best part about complex problems is they are layers of simple problems that can be easily solved. That is my goal to help you simplify the complex so that you can see a way through. 

35+ Years Experience

20+ Companies

 

WE TAKE CARE OF EVERYTHING ELSE

We enable our clients to focus 100% on sales, service, business development & product development by managing the operational & financial infrastructure of the organization. 

Custom Designed Financial Process

Step-by-Step Guidance to Financial Succcess

WHAT PEOPLE ARE SAYING ABOUT WORKING WITH RICH

Our clients are more than clients. Many of them have become life long friends. We take pride in being more than "finance people." We may deal with numbers, but we know every number represents a person and every person matters.

WHAT WE DO
  • General Leadership & Coaching (CEO, President, COO)

  • Operational & Financial Infrastructure (CFO)

  • Human Resources (PEO) 

  • Governance (Corporate Structure, Risk Management & Compliance)

  • Strategic Planning (Values, Vision, Mission, Scaleability & Sustainability)

  • Technology (VOIP, Cloud Based and SAS)

  • Transactions (M&A)

OUR RESULTS
  • Sustainable

  • Scalable

  • Positive Growth

  • Financial Independence

  • Organized Structure 

  • Peace of Mind

We take a Personal Approach

We will Work through the Process Together 

READY TO TRANSFORM YOUR BUSINESS?

All it takes is 12 one-to-one conversations. Whether you are a start-up or have been in business for decades we can partner together to help you become the author of your own financial story. You get to control the future of your business, not your finances. 

READY TO WRITE YOUR OWN FINANCIAL STORY?

We have created tools and resources to help you control your finances, instead of your finances controlling you. 

WANT TO GET IN TOUCH WITH US?

Want to learn more? Have a few financial situations you would like to share with us? Want to discuss next steps? We are here to help. 

ADDRESS: 1020 ILLINOIS AVENUE PALM HARBOR, FL

TEL: 727-669-8006

BOUTIQUE ACCOUNTING SERVICES

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